The foundation has named the investment head of a mid-Atlantic foundation as its next cio and the mid-Atlantic foundation will promote its director of private capital investments as its next cio.
The plan has launched its search for its next executive director after its previous head left in September to join Aon as an associate partner focused on governance consulting services.
The president will join the firm next month and be responsible for further strengthening senior client relationships, attracting talent and expanding the firm’s reach globally.
The foundation has issued an RFP seeking an investment consultant for its endowment and operating accounts.
The firm hired a head of institutional equities within its equity capital markets group to oversee research, sales and trading, corporate access and corporate services.
The firm added a six-person team based in Los Angeles to provide portfolio management, retirement planning, investment consulting and other wealth management services to nonprofits and private family foundations, among other clients.
The foundation is searching for a director of private investments as its associate director for private investments left in late 2022 to join the investment management company of a Southern university.
The plan has launched a search for an investment consultant due to the upcoming contract expiration of its incumbent, which is allowed to rebid.
The university is searching for a director of investments to oversee its endowment and be based on the West Coast to help enhance and extend the investment team’s current network in the region.
The institution will soon conduct a search for its next treasurer and cio to oversee its cash, debt and investments after its previous treasurer and investment head left in late 2022 to pursue another opportunity.